A Thanksgiving Walk in the Woods

Tom Levinson Life with Money

A few days before Thanksgiving, motivated by above-freezing weather and a late-afternoon urge for outdoor time, I bundled up and biked a couple miles to a favorite woodsy hiking trail. Often when I walk this trail it is empty of other people, and so as I pedaled, I presumed the same would be true. But as I turned into the postage …

How to Invest According to ESG Principles

Sam Ngooi Life with Money

This week’s Life with Money is our second installment on ESG investing. Last time we discussed various definitions and reasons why people might opt to invest in this way. One key takeaway was that “sustainable investing” is a general umbrella term, whereas Environmental, Social, and Governance (ESG) investing uses data to measure the sustainability of a company (both financial and in …

Pledged Asset Lines: Features and Updates

Nick Levinson Life with Money

Many of PPA’s clients have short-term funding needs. The reasons vary: Some people require infusions of cash between pay checks, including those paid once a month, once a quarter, or only after completed transactions. Others need cash to make a down payment on a new house before their current house is sold. Still others want to finance renovation work on …

A Guide to Holiday Gift-Giving: Making It Merry & Meaningful

Sam Ngooi Life with Money

The holiday season is here! Or rather, major retailers would have you believe it has already been here. This year, giants like Amazon, Target, and Walmart “moved Black Friday up to early October,” giving shoppers access to “highly anticipated … deals six weeks ahead of Thanksgiving.” This may be good news for some: the “most wonderful time of the year” has been …

What is Sustainable Investing?

Sam Ngooi Life with Money

This week’s Life with Money features PPA advisor Samantha Ngooi exploring sustainable investing. This is a substantial, important, and somewhat complex topic – so our discussion will extend across a few installments of Life with Money. In today’s part one, we provide broad definitions of various relevant terms and discuss why someone might want to invest this way. In upcoming parts, …

Core Values Embodied in Work: A Reflection on Victor Levinson

Nick Levinson Life with Money

This past Sunday, family and friends of Victor Levinson gathered in New York City to remember Vic and reflect on his life, work, and relationships. Reflections were shared by several of Vic’s lifelong friends; three of his grandchildren; and his three adult children (Nick, Lynn, and Tom). Each of the reflections offered a special window onto Vic. Nick’s reflections, in …

Investing vs Trading

Tom Levinson Life with Money

In the everyday reporting about the ups and downs of markets, there is a frequent ambiguity that’s highly important, though easy to overlook. Take this lead story from the front page of this past weekend’s Wall Street Journal. “U.S. stocks slid Friday after a relatively strong jobs report, capping a roller-coaster week in which investors built up hopes for easier …

Reflecting on Time as an Asset

Tom Levinson Life with Money

When you think of your most valuable assets, how much thought goes into your time? For many of us – myself included – there is an automatic quality to time, an assumption that the rhythms of our life will, going forward, look and feel much the way they have. September contributes to this. We live close to a college campus, and while …

New Words for Familiar Feelings: Definitions for Life, Work & Money

Nick Levinson Life with Money

We’ve been sending you our new Life with Money column for several weeks now. Although I (Nick) have written a few of the market updates, this is my first time contributing a more personal essay. Some of what we’ve written has touched on religious and spiritual traditions and their approach to money. While I don’t have any organized religious practice, a …

Mozzarella … with a Pinch of Inflation: Gender Roles & Inflation Expectations

Corenna Roozeboom Life with Money

“Fewer fruits and vegetables, more carbs and cheese.” That was the recommendation our pediatrician gave us a few weeks ago for our one-year-old daughter. It was enviable. Sign me up for that diet. The next day I dutifully added “block of fresh mozzarella” to our grocery list. When my husband returned from the grocery store, he dropped the heavy cheese …